For Clients

Advice solutions that support you

Determining the right financial path for you and your family and putting in place the best strategy and choice of solutions to meet your current and future needs can be a daunting task.

What matters most to you

At Lifespan Financial Planning, we can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security. Our approach is consultative at all times, with the end goal of setting you on the path towards financial well-being.

Our team of financial advisers are committed to developing wealth creation and wealth protection strategies for personal investors, business people and self-managed super funds alike.

Today more than ever, with interest rates potentially under pressure, local and global markets undergoing constant periods of uncertainty and in an environment of continued legislative change, access to up-to-the-minute relevant advice and broad product options has never been more important.

A Lifespan financial adviser can

  • supply you with a broader understanding of investment concepts
  • assist you to understand the repercussions of your investment decisions
  • identify your financial goals and objectives, and assist you in prioritising what’s important
  • assist with a budget process and give you the tools to stay on track
  • design a financial strategy based on your time frame and risk profile
  • ensure that your investments and superannuation accounts are sufficiently diversified to meet your long-term objectives
  • ensure you have sufficient protection in place for the benefits of family and loved ones
  • help you stay focused on your long-term objectives, in light of your short-term goals

The actual advice can take many different forms ranging from the supply of simple information to assist you with your deliberations right through to comprehensive, complex long-term strategies that involve on going service arrangements, regular reviews, delivered in a holistic and consultative manner which involves all stakeholders.

For personal advice tailored to your individual circumstances and objectives, ensure you give your team at Lifespan a call on 02 9252 2000.